Berger Financial Group’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Berger Financial Group’s Portfolio PREF Stock Details PREF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$8.24M	Buy
2025 Q2	$8.07M	Buy
2025 Q1	$7.53M	Buy
2024 Q4	$6.64M	Buy
2024 Q3	$6.12M	Buy
2024 Q2	$5.64M	Buy
2024 Q1	$4.96M	Sell
2023 Q4	$24.3M	Buy